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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,075 | $80,992-48.1% | $96,534-56.4% | $75,173-44.0% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 5.68% | 27.05%-21.4pp | 25.88%-20.2pp | 160.72%-155.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,661 | $3,929-32.3% | $4,851-45.1% | $4,126-35.5% |
| Admin fee / account holder | $15,533 | $6,717+131.2% | $8,253+88.2% | $5,651+174.9% |